See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,784 | $817,678-88.7% | $392,568-76.4% | $152,861-39.3% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.1%-44.7pp | 82.4%-49.1pp |
| Annual return | 33.01% | 22.84%+10.2pp | 24.42%+8.6pp | 345.32%-312.3pp |
| Employer contribution / active EE | $2,004 | $5,502-63.6% | $3,783-47.0% | $4,762-57.9% |
| Participant deferral / active EE | $8,333 | $8,398-0.8% | $5,985+39.2% | $5,850+42.4% |
| Admin fee / account holder | $363 | $12,095-97.0% | $6,260-94.2% | $11,596-96.9% |